What kind of investor are you? Do you invest in mutual funds and forget about them or do you check in on your investments on a daily basis? While buy and hold certainly came under fire as the economy clawed its way out of recession new research suggests that frequent trading within your portfolio won’t pay off.
Your portfolio’s return comes from two places. Stocks offer price appreciation and dividends and bonds provide income from coupon payments and the return of principal. Of course because bond yields have been low for a prolonged period of time investors may be tempted to chase yield.
I was interested to read Evelyn Rusli’s recent article in The Wall Street Journal “The Facebook IPO One Year Later.”  Of cour
Real Estate is recovering from its worst decline since the Great Depression and in some markets institutional investors are giving the sector a lift. I read an article Tags:
The headline of Steve Garmhausen’s recent article on CNBC.com says it all: Even Skilled Investors Can Use a Financial Adviso<
I remember reading an article in the Wall Street Journal about how on May 20 2010 Karen and Roger Potyk sold all of their stocks.  The comfortably retired couple from San Antonio Texas had stayed invested in some equity mutual funds in the aftermath of the financial crisis of 2008.
What’s the proper role of dividends in your portfolio? With fixed-income investments paying so little and a 15% tax rate on dividends for most middle-income taxpayers many investors are looking to dividends for yield. And companies like Verizon and AT&T now yielding in excess of 4% compared to just 1.88% for the 10-year U.S. Treasury sweeten the pot.
The Dow Jones Industrial Average jumped above 15000 for the first time in its history Friday morning May 3 2013. It’s up more than 120% from its 2009 lows. And the S&P 500 Index closed at an all-time high of 1600.
At the end of 2012 assets in hedge funds had grown to a record $2.25 trillion from $488 billion in 2000 according to Hedge Fund Research. Today because individual investors have joined institutional investors hedge funds seem almost mainstream. So should you invest?  By design that’s hard to say.
The New York Times headline noted above said it all. Zweig published the successful investment newsletter “The Zweig Forecast” and served as chairman of Zweig-DiMenna Associates LLC a New York investment firm. He also published two books Winning on Wall Street and Winning with New IRAs.